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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$50.2M
3
+$50M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$38.8M
5
ALGN icon
Align Technology
ALGN
+$21M

Top Sells

1
+$55.4M
2
+$54.1M
3
+$30.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$29.3M
5
VZ icon
Verizon
VZ
+$19.9M

Sector Composition

1 Technology 11.57%
2 Financials 10.43%
3 Healthcare 10.39%
4 Industrials 6.99%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
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1302
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1303
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-4,981
1304
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1305
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1306
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1307
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-5,594
1308
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1309
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1310
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1311
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1312
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-13,815
1313
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1314
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1315
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-7,095
1316
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1317
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1318
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1319
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-51,835
1320
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1321
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1322
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1323
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1324
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1325
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-8,052
51 52
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